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2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,8632,887 (+24)

0.07% less ownership

Funds ownership: 62.83%62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1451
Lake Street Advisors Group
New Hampshire
$1.09M -$19.4K -481 -2%
CAGAS
1452
Capital Advisory Group Advisory Services
Minnesota
$1.09M +$219K +5,432 +26%
QWP
1453
Quotient Wealth Partners
Texas
$1.09M +$131K +3,252 +14%
DIP
1454
DT Investment Partners
Pennsylvania
$1.09M +$11.8K +292 +1%
MWA
1455
Midland Wealth Advisors
Illinois
$1.08M +$73.2K +1,815 +7%
CFAM
1456
Center For Asset Management
Florida
$1.08M +$373K +9,253 +54%
RI
1457
Ridgewood Investments
New Jersey
$1.08M -$20.2K -500 -2%
Two Sigma Investments
1458
Two Sigma Investments
New York
$1.08M +$7.78K +193 +0.7%
EFM
1459
E Fund Management
China
$1.08M +$121K +2,997 +13%
SWM
1460
Salvus Wealth Management
New Jersey
$1.08M +$363 +9 +0%
ECA
1461
Elevated Capital Advisors
Utah
$1.08M +$1.05M +26,134 New
GSC
1462
G&S Capital
Colorado
$1.08M -$75K -1,860 -7%
MFA
1463
Mayflower Financial Advisors
Massachusetts
$1.07M -$162K -4,030 -13%
SFO
1464
Stokes Family Office
Louisiana
$1.07M +$3.1K +77 +0.3%
CA
1465
Carson Advisory
Georgia
$1.07M +$110K +2,727 +12%
FFS
1466
Founders Financial Securities
Maryland
$1.07M +$329K +8,163 +46%
AIM
1467
Athena Investment Management
California
$1.07M -$9.35K -232 -0.9%
WBC
1468
Westpac Banking Corp
Australia
$1.07M
BLC
1469
Brown, Lisle/Cummings
Rhode Island
$1.07M -$27.1K -673 -3%
BCM
1470
Bluefin Capital Management
New York
$1.07M +$397K +9,852 +61%
PIM
1471
Penobscot Investment Management
Massachusetts
$1.07M -$132K -3,272 -11%
TCPW
1472
Twin City Private Wealth
North Carolina
$1.06M -$43K -1,067 -4%
CIA
1473
Choate Investment Advisors
Massachusetts
$1.06M -$50K -1,241 -5%
WFI
1474
West Family Investments
California
$1.06M -$16.6K -411 -2%
TBA
1475
Tower Bridge Advisors
Pennsylvania
$1.06M -$281K -6,976 -21%

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.